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Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 25.25%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$612B
AUM Growth
+$14.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,782
New
Increased
Reduced
Closed

Top Sells

1 +$6.7B
2 +$1.37B
3 +$1.27B
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.07B
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$862M

Sector Composition

1 Technology 10.57%
2 Financials 8.55%
3 Healthcare 7.62%
4 Industrials 6.43%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4101
$656K ﹤0.01%
40,408
+9,268
4102
$651K ﹤0.01%
86,707
-2,565
4103
$651K ﹤0.01%
52,404
-2,808
4104
$650K ﹤0.01%
47,904
-46,032
4105
$650K ﹤0.01%
53,020
-21,820
4106
$648K ﹤0.01%
34,320
+2,604
4107
$648K ﹤0.01%
149,957
-17,698
4108
$645K ﹤0.01%
156
-66
4109
$643K ﹤0.01%
84,303
+16,549
4110
$642K ﹤0.01%
17,261
+3,069
4111
$642K ﹤0.01%
40,653
+9,861
4112
$641K ﹤0.01%
75,231
+1,670
4113
$641K ﹤0.01%
90,020
+26,606
4114
$640K ﹤0.01%
36,104
-3,728
4115
$639K ﹤0.01%
13,051
-1,453
4116
$639K ﹤0.01%
49,187
-70,981
4117
$639K ﹤0.01%
55,453
-5,247
4118
$638K ﹤0.01%
18,918
+2,866
4119
$636K ﹤0.01%
40,702
+13,762
4120
$636K ﹤0.01%
47,739
+1,645
4121
$634K ﹤0.01%
21,142
-17,163
4122
$633K ﹤0.01%
19,862
-11,232
4123
$631K ﹤0.01%
54,838
-49,224
4124
$630K ﹤0.01%
57,891
+5,870
4125
$630K ﹤0.01%
50,884
+44,975